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Asset Management

Manage Your Money for Growth

Growing your wealth and gaining financial independence requires more than earning a paycheck from the job you do. Many factors contribute to increasing your assets, and it takes active oversight and engagement to adapt to changes in the financial landscape. At Phillips Financial, our financial professionals offer asset management services to clients who desire the level of involvement required in seeking to grow their wealth but don’t have the expertise or time to do it themselves.

<h2>Understanding What Asset Management Is</h2>

Understanding What Asset Management Is

The goal of asset management is to efficiently put your money to work, increasing your assets and building financial independence while also minimizing your risks. It is a hands-on and holistic approach to pursuing your goals. An asset manager helps you identify your goals, understand your risk tolerance, and gauge your timeline for meeting those goals. The manager then works with you to create a portfolio that reflects your circumstances.

Understanding the Role of an Asset Manager

Once you have a solid portfolio, the real work on growing your wealth begins. Your manager overseas your portfolio, stays on top of market trends and provides guidance on how to allocate your assets, including which investments to sell, buy or maintain. Strategic asset allocation is crucial for pursuing your short- and long-term financial goals, and your asset manager is dedicated to helping you work towards getting there.

Asset allocation does not ensure a profit or protect against a loss.


At Phillips Financial, our compensation for asset management depends on how well your portfolio performs, making us as invested in your growth as you are.  Contact us today to set up an appointment with a financial professional.

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Contact

Office: (209) 367-0868

Fax: (209) 367-0811

1920 Tienda Drive Suite 202

Lodi, CA 95242

phillipsfinancial@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

David Phillips is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, FL, ID, KY, LA, MA, MI, MO, MT, NC, NV, OH, OR, SC, TN, TX, VA, WA, WY.

Phillips Financial is licensed to sell insurance products in the states of: AK, AZ, CA, FL, ID, OR, TX, WA